Fernwood Investment Management, LLC / AAPL
Fernwood Investment Management, LLC’s Apple Inc Position
Does Fernwood Investment Management, LLC own Apple Inc (AAPL)? Yes — 49.7K shares worth $12M (+4.32% of its 13F portfolio) as of Q4 2024, down from 55.5K shares the prior filed quarter.
Position Value
$12M
Q4 2024
Shares
49.7K
% of Portfolio
+4.32%
Quarters Held
25
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 49.7K | $12M | +4.32% |
| Q3 2024 | 55.5K | $13M | +4.21% |
| Q2 2024 | 63.3K | $13M | +4.14% |
| Q1 2024 | 73.1K | $12M | +3.63% |
| Q4 2023 | 82.9K | $15M | +5.10% |
| Q3 2023 | 81.9K | $14M | +5.00% |
| Q2 2023 | 84.1K | $16M | +5.59% |
| Q1 2023 | 74.9K | $12M | +4.74% |
| Q4 2022 | 64.2K | $8M | +3.45% |
| Q3 2022 | 64.6K | $9M | +3.76% |
| Q2 2022 | 64.3K | $9M | +3.79% |
| Q1 2022 | 63.6K | $11M | +3.90% |
| Q4 2021 | 65.7K | $12M | +3.82% |
| Q3 2021 | 65.4K | $9M | +3.18% |
| Q2 2021 | 65.4K | $9M | +2.96% |
| Q1 2021 | 64.2K | $8M | +2.89% |
| Q4 2020 | 64.3K | $9M | +3.36% |
| Q3 2020 | 63.3K | $7M | +3.46% |
| Q2 2020 | 8.3K | $3M | +1.50% |
| Q1 2020 | 8.4K | $2M | +1.37% |
| Q4 2019 | 8.2K | $2M | +1.16% |
| Q3 2019 | 11.3K | $3M | +1.26% |
| Q2 2019 | 7.5K | $1M | +0.82% |
| Q1 2019 | 8.3K | $2M | +0.84% |
| Q4 2018 | 8.1K | $1M | +0.82% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fernwood Investment Management, LLC’s full portfolio or all institutional holders of AAPL.